Before visiting a customer's site, who should you contact for more information about the customer?

Contacting the sales representative before visiting a customer's site is important because they are typically the person who has the most detailed information about the customer's needs, expectations, and any previous interactions. The sales representative often establishes the initial relationship with the customer and understands the specifics of the services or products sold to them. This can include knowledge about the customer's preferences, any issues that have previously arisen, or specific requests the customer has made. Equipped with this information, a technician can make the visit more productive and address the customer's needs more effectively.

While other roles, such as the project manager or customer service manager, might have pertinent information, they may focus more on the broader aspects of the project or customer issues rather than the detailed sales history and relations. Technical support would primarily deal with troubleshooting existing issues rather than gathering pre-visit information. Therefore, the sales representative is the most relevant contact for gaining insights before making a customer visit.